FREEDOM WEALTH ALLIANCE, LLC info
FREEDOM WEALTH ALLIANCE, LLC (SEC CIK 1941346) first filed with the SEC on 2023-02-14 (Form 13F-HR) and has filed 4 times since, including 4 Form 13F-HR quarterly holdings reports. It is organized in WI and registered at 675 NORTH BARKER ROAD, SUITE 220, BROOKFIELD, WI, 53045.
- Name: Value FREEDOM WEALTH ALLIANCE, LLC.
- SEC CIK: Value 1941346.
- State of organization: Value WI.
- Business address: Value 675 NORTH BARKER ROAD, SUITE 220, BROOKFIELD, WI, 53045.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | FREEDOM WEALTH ALLIANCE, LLC |
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| SEC CIK | 1941346 |
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| State of organization | WI |
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| Business address | 675 NORTH BARKER ROAD, SUITE 220, BROOKFIELD, WI, 53045 |
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| Mailing address | 675 NORTH BARKER ROAD, SUITE 220, BROOKFIELD, WI, 53045 |
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| Phone | (262) 798-7979 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2023-02-14 (Form 13F-HR) |
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| Latest SEC filing | 2023-10-30 (Form 13F-HR) |
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| Filings on EDGAR | 4 |
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| First Form 13F-HR | 2023-02-14 (quarter ended 2022-12-31) |
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| Latest Form 13F-HR | 2023-10-30 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 4 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 4 | 4 |
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